Lincoln Tax and Wealth is a progressive, forward-thinking CPA firm specializing in tax consulting and advisory services for entrepreneurial businesses, individuals, estates and trusts, and real estate ventures. The firm’s primary focus and specialization are in the following areas:
Tax Compliance Services - Preparing income tax and information returns for:
· Individuals (self-employed, business owners, high-net worth)
· Corporations (Both “C” and “S” Corporations)
· Partnerships & Limited Liability Companies
· Estates and Trusts
Tax Planning, Financial Consulting and Accounting Services
· Choice of Entity and Formation
· Liquidations & Restructuring
· Year-End Tax Planning
· Estate & Gift Planning
· Like-Kind Exchanges
· Analysis of Tax Credits and Deductions
· Capital Gain Planning
· Other Tax Deferral and Minimization Techniques
· Portable CFO/Controllership Services
· General Management Interim Services
· Risk Management Services
· Financial Consulting Services
